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Technology Stocks : Intel Corporation (INTC)
INTC 35.54-6.2%3:21 PM EST
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To: John Hull who wrote (97715)1/27/2000 3:29:00 PM
From: Michael Bakunin  Read Replies (1) of 186894
 
Osha: "More interesting were Dell's comments that demand from large corporate buyers failed to recover in January as expected, and that early indicators for February were not upbeat either. Those observations are at odds with Intel's forecast of a smaller than expected seasonal downturn in the first quarter. Although it's hard to tell what's happening, we think that Intel may have assumed that resolving its Coppermine problems was all that needed to happen in order to continue ramping revenues - actual demand softness did not enter into the calculation." Are those generalizations still too sweeping for you to comment on the point raised? If not, could you elucidate on how much detail you'd need before addressing the analysis? Tia, -mb
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